We are seeking a skilled Client Services Manager to oversee the operational backbone of our client experience. As the key contact, you will ensure efficiency, compliance, and client satisfaction at every touchpoint.
Your responsibilities will include:
* Managing and nurturing strong client relationships
* Ensuring seamless delivery of services and outstanding client support
* Monitoring team WIP (Work In Progress) and identifying workflow roadblocks
* Participating in and leading client meetings to offer strategic insights
* Drafting detailed financial, taxation, and investment advice in collaboration with senior advisers
* Reviewing and signing off on client work to ensure accuracy and compliance
* Providing technical guidance and mentorship to team members
* Driving process improvements across the team to boost performance and productivity
You will be highly organised, confident in managing client expectations, and thrive on making things run smoothly. You will also be a natural communicator who can juggle multiple priorities while maintaining a high standard of accuracy and service.
To succeed in this role, you will bring:
* 4+ years of experience in public practice accounting within Australia
* CA or CPA qualified (or nearing completion)
* Strong technical knowledge of Australian tax legislation
* Demonstrated experience in client and stakeholder management
* A collaborative leadership style and a proactive mindset
* Ability to manage deadlines, multitask, and lead with purpose
About Us
We strive to provide a barrier-free and equitable recruitment experience. If you require any adjustments during the recruitment process, please contact us.
Benefits
This is an exciting opportunity for you to join our team and contribute to our mission. We offer a dynamic and supportive work environment, where you can grow and develop your skills.
About You
You should be passionate about delivering exceptional client experiences, have a strong understanding of financial services, and be able to communicate effectively with clients and stakeholders.